Warren Averett Asset Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Warren Averett Asset Management, LLC

  • $5.34 Billion
  • Q3 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 7,989 shares of PHO stock, worth $553,557. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,989
Previous 7,988 0.01%
Holding current value
$553,557
Previous $518,000 8.69%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$63.82 - $70.54 $63 - $70
1 Added 0.01%
7,989 $563,000
Q2 2024

Aug 14, 2024
BUY
$63.04 - $68.93 $32,339 - $35,361
513 Added 6.86%
7,988 $518,000
Q1 2024

May 15, 2024
BUY
$58.49 - $66.57 $437,212 - $497,610
7,475 New
7,475 $497,000

Others Institutions Holding PHO

# of Institutions
421
Shares Held
12.5M
Call Options Held
46.3K
Put Options Held
25.1K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PHO Quotes by TradingView
  • Ticker PHO
  • Sector ETFs
  • Industry ETFs
More about PHO
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